Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
GreensKeeper Value Fund Michael P. McCloskey | “The manager initiated a new position in Amadeus IT Group, highlighting its dominant duopoly position in Global Distribution Systems (GDS) and Airline IT software. Supported by massive network effects and high customer switching costs (leading to 70%+ EBITDA margins), Amadeus is insulated from AI disruption, and its recent selloff due to cyclical fuel price concerns provides an attractive entry point.” | BULL | Q1 2026 Apr 26, 2026 | View Pitch |
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
